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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,078 | $95,453+213.3% | $112,040+166.9% | $82,448+262.7% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.5%+19.7pp | 68.1%+28.1pp |
| Annual return | 14.94% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $7,935 | $2,318+242.3% | $2,954+168.6% | $2,551+211.0% |
| Participant deferral / active EE | $10,551 | $4,224+149.8% | $5,098+107.0% | $4,139+154.9% |
| Admin fee / account holder | $367 | $9,013-95.9% | $12,098-97.0% | $7,234-94.9% |